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SARRIA - European HY and Special Situations
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Ocado - comment

Appointing an executive to push Ocado into non-grocery logistics makes sense as the company courts pharma companies. CEO Steiner already has extensive contacts with potential grocery clients, but we expect that sharing the Rolodex has already been agreed upon.  

https://news.sky.com/story/ocado-hires-atos-executive-to-deliver-partnerships-boost-13450067

Aengus McMahon15 October 2025OCADO
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Altice SFR France - comment

Tomás Mannion15 October 2025ALTICE SFR
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Boparan - comment

Aengus McMahon15 October 2025BOPARAN
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